Frog Cellsat
Market Cap ₹ 394 Cr.
Stock P/E 23.0 , ind PE 43
Zero debt and pledge
Promoter holding 73 pc #frogcellsat#stockstowatch
A thread on their concall -june 15 2023:
Frog Cellsat was founded in 2004, and the've built a strong team with a focus on growth, profitability, and personal development. They have a solid culture, with over 50% of the team working with them for over five years.
They been profitable for 18 out of 19 years, are 100% debt-free, and promoter group holds more than 74% of the company.
The telecom industry is evolving rapidly with 5G, IoT, and high-speed connectivity. Frog Cellsat is at the forefront of this transformation and is ready to make their mark!
Innovation is key for Frog Cellsat. They heavily invest in R&D, pushing the boundaries of what's possible in the telecom industry.
Strategic partnerships are vital to their growth. They've teamed up with an Israeli company to diversify their product portfolio and gain valuable insights.
The first opportunity is the offset opportunity. When foreign companies, like one in Israel, win a project, they need to fulfill a minimum of 30% of the work locally in India.
The second opportunity lies in the new projects being awarded to Indian companies. Indian companies can now form technology tie-ups with foreign companies, manufacture locally, and deliver.
Actively exploring both opportunities and in talks with potential partners. Frog Cellsat is determined to make the most of these prospects in the defense segment. 💪🚀 #DefenseIndustry#Opportunities
With a strong order book and a range of 20+ products in the 5G, defensive, and mobile network spaces, Frog Cellsat is poised for success
Their new manufacturing facility in Noida is making progress. Phase 1 construction will be completed soon, followed by Phase 2. They're expanding to meet their growing needs.
Financially, Frog Cellsat had total revenue of INR 136.2 crores. Despite a slow rollout of 5G products, their EBITDA increased by ~10%, and margins improved.
They're debt-free and ready for the future. With groundbreaking technologies, innovation, and a focus on sustainability, Frog Cellsat is well-positioned for growth opportunities.
They just introduced their new CEO, Mr. Pankaj Gandhi, and their CFO, Mr. CJ Kalra. Both bring extensive industry experience. Congrats on the new leadership
They are expecting 40-50 percent growth in the coming years , sounds unrealistic but having a great vision isn't bad !
Lets Hope for the best in the coming years ! #retweet for max outreach
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Imagicaa Maharashtra-based amusement park business, Malpani PG, has acquired a 66.25% stake in Imagicaa through preferential allotment of equity shares worth ₹415 crore. This move strengthens Imagicaa's position in the industry.
As part of the debt resolution plan, lenders were allotted equity shares worth ₹75 crore, resulting in a collective shareholding of 11.97% in the company. This strategic step helps in restructuring the debt and brings in new stakeholders.
In the opening chapter of "One Up on Wall Street," Peter Lynch stresses the importance of investing in familiar industries.
He advises readers to leverage their everyday experiences, hobbies, and professional knowledge to identify potential investment opportunities. By focusing on areas we understand, we can spot undervalued companies before Wall Street catches on.
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Face value of a share :
1/5: 📚 The face value of a share is the initial value assigned to a stock when it is issued. It represents the legal capital of the company and is typically a small fixed amount, such as rs 2 or rs 10 per share. #Finance#Stocks
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ROCE :stands for Return on Capital Employed, which is a financial ratio used to assess the profitability and efficiency of a company's capital investments.
It measures the return a company generates from the capital employed in its operations. #learning#roce
ROCE is calculated by dividing a company's earnings before interest and taxes (EBIT) by its capital employed, which includes both equity and debt. It is expressed as a percentage.
A higher ROCE indicates better profitability and efficiency in utilizing capital, while a lower ROCE suggests lower profitability or inefficiency.
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